Japan Specialist

Mark Chadwick

Over 20 years experience in equities and asset management in Asia and Japan. Qualified CFA with experience analyzing companies as a buy-side analyst. In-depth knowledge of company fundamental analysis, corporate governance and valuations.

Appier (4180) | The Hidden Gem in AI Marketing

Appier (4180) | Key Drivers Behind Strong Q3 Performance

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Equity Bottom-Up

<ul>
<li>Post FY23 results in mid-February, Appier's stock exhibited significant volatility, despite robust financial performance.</li>
<li>We believe that Appier is a beneficiary of continued growth in ecommerce and increasing ubiquity of AI solutions for marketing.  </li>
<li>Appier trades at a significant discount to global peers and domestic SaaS companies, suggesting significant upside</li>
</ul>


Post FY23 results in mid-February, Appier's stock exhibited significant volatility, despite robust financial performance.
We believe that Appier is a beneficiary of continued growth in ecommerce and increasing ubiquity of AI solutions for marketing.  
Appier trades at a significant discount to global peers and domestic SaaS companies, suggesting significant upside


Appier (4180) | A Volatile Stock Despite Solid SaaS Metrics

Appier Group

Appier (4180) | A Volatile Stock Despite Solid SaaS Metrics